See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $47,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,949 |
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $21,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,882 | $89,588-14.2% | $136,007-43.5% | $77,643-1.0% |
| Participation rate | 91.8% | 74.3%+17.5pp | 76.5%+15.3pp | 70.6%+21.2pp |
| Annual return | 16.16% | 17.42%-1.3pp | 579.32%-563.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,564 | $3,491+2.1% | $4,217-15.5% | $2,726+30.7% |
| Participant deferral / active EE | $7,477 | $5,591+33.7% | $7,025+6.4% | $4,647+60.9% |
| Admin fee / account holder | $188 | $539-65.0% | $6,858-97.3% | $430-56.2% |